+1,925.8%
MRVL vs XBI
+160.4%
+1,765.4%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.3% |
| 7D | +5.6% | -4.6% | +10.3% | +9.2% |
| 30D | +8.8% | -2.0% | +10.8% | +10.3% |
| 3M | -15.9% | +17.8% | -33.7% | -25.0% |
| 6M | +161.3% | +23.7% | +137.5% | +125.1% |
| YTD | +178.2% | +28.2% | +150.0% | +133.0% |
| 1Y | +255.3% | +64.0% | +191.3% | +149.4% |
| 3Y | +323.1% | +99.4% | +223.7% | +158.3% |
| 5Y | +293.2% | +19.3% | +273.9% | +227.6% |
| All | +1,925.8% | +160.4% | +1,765.4% | +1,077.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded XBI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling